Pinnacle Investments Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Pinnacle Investments's estimated annual revenue is currently $69.3M per year.(i)
  • Pinnacle Investments's estimated revenue per employee is $231,000

Employee Data

  • Pinnacle Investments has 300 Employees.(i)

Pinnacle Investments's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Chief Business Development OfficerReveal Email/Phone
3
Chief Operating OfficerReveal Email/Phone
4
Financial AdvisorReveal Email/Phone
5
Compliance AnalystReveal Email/Phone
6
Financial AdvisorReveal Email/Phone
7
Financial AdvisorReveal Email/Phone
8
Financial Advisor-SVPReveal Email/Phone
9
Financial Advisor/Municipal Bond PrincipalReveal Email/Phone
10
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.6M13-7%N/AN/A
#2
$100.5M38312%N/AN/A
#3
$5.2M31-9%N/AN/A
#4
$539.5M18354%N/AN/A
#5
$8.1M482%N/AN/A
#6
$8.2M490%N/AN/A
#7
$97.9M373-1%N/AN/A
#8
$2M160%N/AN/A
#9
$162.2M618-16%N/AN/A
#10
$37.4M1620%N/AN/A
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What Is Pinnacle Investments?

Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years experience in the brokerage industry having spent 10 years together as producers at a wire house before launching Pinnacle Investments. From very humble beginnings the firm’s assets have grown to over $1.2 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company.

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Total Funding

300

Number of Employees

$69.3M

Revenue (est)

N/A

Employee Growth %

N/A

Valuation

N/A

Accelerator

Pinnacle Investments News

2022-04-20 - Edtech Platform Veranda Learning To Acquire Test-Prep Institute T.I.M.E.

... and increase of investment limits from INR 750 Cr to INR 1,000 Cr. ... of its Pre-Series A funding round, led by Pinnacle Investments.

2022-03-30 - Pinnacle Secures $200 Million Team from VALIC, Expanding ...

SYRACUSE, N.Y., April 4, 2022 /PRNewswire/ -- Pinnacle Investments, LLC ("Pinnacle"), a 25-year-old investment firm headquartered in...

2022-03-22 - Pinnacle Investments Selects Docupace as Back Office Platform

Pinnacle Investments, an independent broker-dealer is wholly owned by Pinnacle Holding Company, LLC which also owns Pinnacle Capital...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$101.6M301-4%N/A
#2
$66.5M30415%N/A
#3
$38M3042%N/A
#4
$80.1M305N/AN/A
#5
$109M323-4%N/A